Lam Research Corporation (NASDAQ:LRCX), a leading supplier of semiconductor manufacturing equipment with a market capitalization of $104 billion, finds itself at a critical juncture as the industry navigates through technological advancements and geopolitical challenges.

It put markets on edge as it raised the question of whether the U.S. AI dominance was at risk.Lam Research’s earnings report was another piece of good news for investors who are grasping for signs that they haven’t overinvested in AI.

Shares of semiconductor manufacturing equipment company Lam Research (NASDAQ: LRCX) jumped on Thursday after the company reported financial results for its fiscal quarter that ended Dec. 29, 2024. As of 12:20 p.

Valued on earnings, shares of Lam Research look the cheapest today, valued just a little over 25 times trailing earnings. KLA stock is more expensive at 34 times earnings, while ASML looks most expensive at a P/E ratio of 40. I hesitate to call any of the three stocks a "bargain," however.

IBM shares are jumping 8% after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations — helped by a jump in software sales and AI-related demand. Lam Research stock is gaining nearly 6% after the maker of equipment for semiconductor manufacturing issued better-than-expected guidance for the current quarter.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) beat Wall Street’s revenue expectations in Q4 CY2024, with sales up 16.4% year on year to $4.38 billion. On top of that, next quarter’s revenue guidance ($4.

Shares of Lam Research rose after the maker of equipment for semiconductor manufacturing issued better-than-expected guidance for the current quarter. The stock was up 5.4%, to $79.33, in after-hours trading Wednesday after closing the regular session at $75.15. Through Wednesday's close, the stock had lost about 11% over the last year.

Bernstein upgraded Lam Research (LRCX) to Outperform from Market Perform with a price target of $91, up from $85. The company reported a solid

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.

We recently published a list of 10 Undervalued Semiconductor Stocks to Buy According to Analysts. In this article, we are going to take a look at where Lam Research Corporation (NASDAQ:LRCX ...

Chip-making equipment supplier Lam Research forecast third-quarter revenue above Wall Street expectations on Wednesday, driven by a surge in orders from chip firms amid the AI boom. Shares of the Fremont,

Charles Shi, an analyst from Needham, maintained the Buy rating on Lam Research (LRCX – Research Report). The associated price target remains